Attorney Profile Picture
Courtney Tate is senior counsel in the Lafayette office of Kean Miller. He joined the firm in 2018 and practices in the business and corporate, estate planning, and tax law groups.

Courtney has more than 12 years of experience representing clients in wills, trusts, successions, estate administration, and federal tax matters. He also has experience handling a diverse array of transactional matters, including business entity formation and structuring, commercial real estate transactions, business planning, and other matters that have material tax consequences and ramifications.

Courtney advises charitable and non-profit organizations on issues of formation, application for exemption to the IRS, and other compliance issues. He serves as legal counsel for D.R.E.A.M.S. Foundation of Acadiana, a special needs non-profit organization.

Representative Experience

  • Representation of clients in the preparation of wills, trusts, family limited partnerships or limited liability companies, and other instruments to implement estate plans to minimize estate taxes and accomplish goals.
  • Representation of clients in the formation of 501(c)(3) charitable organizations and foundations, including application for tax exempt status with Internal Revenue Service
  • Representation of individuals and small businesses in connection with the formation of new entities, including planning organizational structure and drafting organizational documents
  • Representation of various business owners in evaluating the best tax structure for sale or purchase of businesses 
  • Representation of clients in succession and probate matters

Education

Courtney earned his B.S., summa cum laude, from Louisiana State University in 2001, where he graduated as an Honors Program Graduate and was an LSU University Medal Recipient. He earned his J.D./B.C.L. from the LSU Law Center in 2005 and his LL.M. in Taxation from Boston University Law Center in 2006.

Admissions

  • Admitted, Louisiana

Memberships

  • Lafayette Parish and Louisiana State Bar Associations